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SM Energy Community
NYSE:SM Community
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SM Energy
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SM Energy
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Uinta Basin Integration Will Increase Oil Production But May Constrain Margins
Key Takeaways Integration of Uinta Basin assets and innovations in drilling could significantly boost production efficiency, revenue, and net margins. Focus on debt reduction and strategic co-development aims to stabilize the balance sheet and improve future earnings and free cash flow.
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US$38.43
FV
28.3% undervalued
intrinsic discount
7.08%
Revenue growth p.a.
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4 days ago
author updated this narrative
SM Energy
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Oil Operations Will Confront Uinta Challenges Yet Show Promise
Key Takeaways Heavy concentration in select basins heightens operational and regulatory risks, exposing the company to potential earnings instability and higher capital needs. Long-term profitability faces threats from commodity price swings, limited resource diversification, ESG-driven investor trends, and industry-wide cost and supply dynamics.
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US$24.00
FV
14.8% overvalued
intrinsic discount
3.67%
Revenue growth p.a.
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about 2 months ago
author updated this narrative
SM Energy
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Uinta Basin Developments Will Capitalize On Global Energy Secular Trends
Key Takeaways Operational scale and efficiency improvements are boosting profitability, free cash flow, and setting the stage for higher future revenues. Capital discipline and strategic market access are strengthening balance sheet health and enhancing pricing power for sustained earnings growth.
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US$54.71
FV
49.6% undervalued
intrinsic discount
8.38%
Revenue growth p.a.
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4 days ago
author updated this narrative
Your Valuation for
SM
SM
SM Energy
Your Fair Value
US$
Current Price
US$27.56
6.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-742m
4b
2015
2018
2021
2024
2025
2027
2030
Revenue US$3.8b
Earnings US$1.1b
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